Please send current resumes directly to
Bhagyashree Yewle, Principal Lead Recruiter - YOH SPG
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CONTRACT Lead Investment Data Analyst with hands on Performance Data, Ref Data, Market Data - Remote EST Contract
LOCATION - 100% Fully Remote - must sit in EST hours.
Data Analyst to support investment data and performance-related initiatives. This person will translate business requirements into data requirements and help define new reference-data attributes for portfolios, instruments, and other investment objects supporting performance workflows. The analyst will work across the investment-performance data ecosystem, including portfolio setup, accounting data, performance generation, analytics, and reporting. The role will also support the collection, normalization, validation, and migration of historical performance data from legacy systems into FactSet. The ideal candidate will be highly proficient in Excel and comfortable working with large datasets, spreadsheets, and manually sourced information while maintaining strong attention to detail and data accuracy. Responsibilities will include comparing pre- and post-loaded data, identifying discrepancies, supporting testing, documenting results, and partnering closely with technology and business teams to resolve issues. Experience with investment management, performance data, reference data, FactSet, or historical return data is preferred, but strong data-analysis and financial-services experience may be equally valuable. The successful candidate will be organized, detail-oriented, proactive, and able to work independently in a fast-moving project environment.
TOP MUST HAVE SKILLS -Skills & experienceReconciliation and transformation of large data sets in excel
Data Quality and risk mitigation mindset
Problem-solving and attention to detail
Big picture thinking in solving business problems through well defined and curated data
Experience using modern data tools and techniques, including AI, to improve efficiency
Demonstrated ability to break down complex problems and communicate effectively
Knowledge of investment performance data ecosystem
Performance historyGathering and normalizing large amount of performance history data from legacy systems
Partnering with IT on the building and testing of data loader for delivery into FactSet
Developing reconciliation processes for source to target data set to ensure accuracy and completeness
Documenting all processes and business decision made with respect to historical performance data
Performance Data Requirements DeliveryPartner with the business team to understand and document data requirements for the new strategic performance toolkit centered around FactSet
Organize requirements into clear delivery paths with input from Data Architecture, Ref Data, and Market Data teams
Identify and document data in progress, already delivered, in the backlog or new and provide status updates to leadership
Work with Data owners and stewards to plan for seed data activities and Op Model definitions for any new data or workflows
Deliver new data attributes in partnership with the Ref Data team, and the Data Owners
Interface DocumentationCapture performance dependent interface purpose and support model
Document source to target mapping between systems
Partner with Technology, Business and 3rd Party partners
Facilitate Operating Model agreement ahead of delivery dates
Deliver all data definitions to the firm s Business Glossary
Estimated Min Rate: $65.00
Estimated Max Rate: $80.00
What s In It for You?We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh s network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh s extensive talent community that will provide you with access to Yoh s vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
- Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
- Health Savings Account (HSA) (for employees working 20+ hours per week)
- Life & Disability Insurance (for employees working 20+ hours per week)
- MetLife Voluntary Benefits
- Employee Assistance Program (EAP)
- 401K Retirement Savings Plan
- Direct Deposit & weekly epayroll
- Referral Bonus Programs
- Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
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